See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,993 | $115,770-68.0% | $101,248-63.5% | $158,922-76.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 21.72% | 56.14%-34.4pp | 46.47%-24.7pp | 302.83%-281.1pp |
| Employer contribution / active EE | $3,065 | $4,175-26.6% | $3,660-16.3% | $4,761-35.6% |
| Participant deferral / active EE | $5,468 | $4,957+10.3% | $4,370+25.1% | $5,982-8.6% |
| Admin fee / account holder | $895 | $7,245-87.6% | $5,945-84.9% | $11,246-92.0% |